Discover how one payment processing company gained a 360-degree view of its customers, insights into buying behavior and patterns, and an understanding of customer lifecycles after moving to Microsoft Dynamics 365 Customer Engagement.
With the Dynamics 365 wave 2 release for 2022, Microsoft continues to make many improvements—including the Field Service module. Here’s a quick rundown of the major enhancements for Field Service that Microsoft plans to make generally available between October 2022 and March 2023: Mobile Usability Dynamics 365 Field Service streamlines common experience patterns on mobile…
Research giant Forrester just published a new review of leading CRM applications, The Forrester Wave™: CRM Suites. It’s a detailed, 31-point comparison of nine providers Forrester says “matter most,” and Microsoft Dynamics 365 CRM lands at the top (with some company). Here are the highlights of the study mixed in with a bit of our…
Microsoft Dynamics for Commercial HVAC Distributors Imagine running your day with all the information you need at your fingertips. In this brief, 14-minute demo, see how the solution allows you to: Manage and bids and pipeline without leaving your email Understand your business with a snapshot of your KPIs Streamline scheduling and dispatching by skill…
Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from 800 supplier partners, and 71 ProCenter locations across North America, Veseris maintains significant reach as a specialty products distributor of pesticides and equipment, sold through their ProCenters in large quantities only to…
It’s a well-documented fact: Microsoft is all-in on cybersecurity. Last year, the company pledged to invest $20B into cybersecurity initiatives over the next five years — a significant increase from the $1B in annual security spending that has been the norm for years. There’s the Microsoft Compromise Recovery Security Practice (CRSP) – a collaborative effort…
Since this article caught your eye, likely you’re already considering a replacement for Salesforce. (If you’re still evaluating the available CRM options, check out this article, 8 Reasons to Choose Microsoft Dynamics 365 Sales Over the Competition.) If you’re a current Salesforce user contemplating a move, you’re not alone. Companies across industries are making the…
Professional services firms face increasing pressure to deliver more innovation ASAP and adapt to the accelerating pace of change. You know, the usual challenges that define this complex digital era. A key part of tackling these challenges and building the flexible, resilient firm of the future is embracing a composable architecture. According to Gartner, composability…
Any service professional who has ever delivered services in the field appreciates the value of having a truly robust work order to work from. The most important tool for any service professional is information, about their customer, about the unit or units under repair, about the initial problem report, about the service history of the…